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Technology Stocks : KVH Industries, Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Sector Investor who wrote (661)	1/9/2001 11:40:47 PM
From: robert b furman	Read Replies (1) \| Respond to of 7249

Hi Sector, Nice work on the excell spread sheets. You just have to love it. Kvhi just did a doji on top of it's trading envelope with increased: Time segmented volume - it just became positive for the first time since 11/24/00 Overall volume Moneystream Couple that with a historically outstanding dog and pony show by Martin at the Needham Conference. Not to mention they suddenly want to be a MM. Oh Yes, and as you've mentioned they're burning the internet with new contract awards. Patience is ALL WE NEED - and I don't think it will take much of that. LET THE GAMES BEGIN !!! Bob

To: Sector Investor who wrote (661)	1/10/2001 5:57:23 AM
From: Labrador	Read Replies (1) \| Respond to of 7249

I would think that it will be very difficult for KVHI to meet a 50% growth profit percentage. Military sales seem to be the highest margin business they have, but sales are irregular and thus gross profit percentage will likely bounce around. Fiber Optics products don't carry such a high gross margin percentage, do they? I can see KVHI continuing to grow the top line, and maybe getting to a 45% margin, but 50% seems too good to ever be true. Note that increasing the margin to 50%, growing the sales and keeping costs in line, should obviously make the bottom line grow.